Mercer Investments’s Fomento Económico Mexicano FMX Stock Holding History

Mercer Investments’s Portfolio FMX Stock Details FMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$19.8M	Sell	151,678 -10,767	-7%	-$1.41M	31.59%	1
2023 Q4	$21.2M	Sell	162,445 -11,253	-6%	-$1.34M	27.98%	1
2023 Q3	$19M	Sell	173,698 -13,282	-7%	-$1.47M	30.33%	1
2023 Q2	$20.7M	Buy	186,980 +3,694	+2%	+$371K	30.02%	1
2023 Q1	$17.4M	Sell	183,286 -49,453	-21%	-$4.33M	27.15%	1
2022 Q4	$18.2M	Sell	232,739 -33,887	-13%	-$2.49M	31.14%	1
2022 Q3	$16.7M	Buy	266,626 +52,746	+25%	+$3.32M	32.24%	1
2022 Q2	$14.4M	Buy	213,880 +13,241	+7%	+$979K	28.83%	1
2022 Q1	$16.6M	Buy	200,639 +7,820	+4%	+$616K	26.35%	1
2021 Q4	$15M	Buy	192,819 +56,947	+42%	+$4.46M	23.21%	2
2021 Q3	$11.8M	Buy	135,872 +6,381	+5%	+$549K	25.47%	2
2021 Q2	$10.9M	Sell	129,491 -8,709	-6%	-$713K	24.7%	2
2021 Q1	$10.4M	Buy	+138,200	New	+$10.1M	48.61%	1

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Mercer Investments's FMX Position: Q1 2024 in Review

Mercer Investments reduced its Fomento Económico Mexicano (FMX) stake by 6.6% in Q1 2024, selling an estimated $1.41M and leaving 151,678 shares worth $19.8M. The position accounts for 31.59% of the portfolio, ranked #1.

Mercer Investments first reported a position in FMX in Q1 2021 and has held it in 13 quarters since. The position peaked at $21.2M in Q4 2023. 329 funds tracked by Wall St. Rank hold FMX as of Q1 2024.

Mercer Investments held 151,678 shares of Fomento Económico Mexicano worth $19.8M as of Q1 2024.
Mercer Investments sold 10,767 Fomento Económico Mexicano shares in Q1 2024, an estimated $1.41M.
Fomento Económico Mexicano made up 31.59% of Mercer Investments's portfolio in Q1 2024, its #1 holding.
Mercer Investments first reported a position in Fomento Económico Mexicano in Q1 2021 and has held it in 13 quarters since.
Mercer Investments's Fomento Económico Mexicano position peaked at $21.2M in Q4 2023.
329 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2024.

Based on Mercer Investments's 13F filing for Q1 2024, filed 14 May 2024.